Asset Appearances
Crypto - Comments
Miran Pick Is Bullish for Crypto
DISCUSSED IN TODAY'S VIDEO:FED GOVERNOR NEWS DRIVES MARKETS – Morning reports of Chris Waller in the running gave way to confirmation that Trump plans to nominate...
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Crypto - Comments
The State of Play for ETH DATs
DISCUSSED IN TODAY'S VIDEO: A weaker-than-expected Services PMI sparked an initial sell-off, but high-yield credit rallied, Treasuries remained under pressure, and small caps outperformed. ETH’s relative strength...
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Crypto - Comments
Near-Term Risks Meet Medium-Term Opportunity
DISCUSSED IN TODAY'S VIDEO:NEAR-TERM RISKS: possible Fed "mistake", upcoming TGA refill that may drain liquidity, unfavorable August–September seasonality, and capital flows turning negative.CUT ODDS RISE:...
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Crypto - Comments
Tough to Overlook Crypto's Strong Rebound: QRA, FOMC, and PWG Report Update
DISCUSSED IN TODAY'S VIDEO:QRA: No hawkish or dovish surprises. Treasury will maintain coupon auction sizes, favor bill issuance, and double the frequency of long-end buybacks. The...
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Crypto - Comments
Crypto in Holding Pattern, We Still Think It Resolves Higher from Here
Discussed in today's video:MARKET IN WAIT-AND-SEE MODE: Crypto drifted modestly lower today, but not in a way that suggests meaningful weakness. Investors appear to be...
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Crypto - Comments
BTC Shrugs Off Whale Supply, but Eyes Turn to Treasury
Discussed in today's video:BTC SUPPLY OVERHANG ABSORBED: The market digested 80,000 BTC from a Satoshi-era whale, removing a key short-term headwind and confirming strong demand...
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Crypto - Comments
Miran Pick Is Bullish for Crypto
DISCUSSED IN TODAY'S VIDEO:FED GOVERNOR NEWS DRIVES MARKETS – Morning reports of Chris Waller in the running gave way to confirmation that Trump plans to nominate...
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Crypto - Comments
The State of Play for ETH DATs
DISCUSSED IN TODAY'S VIDEO: A weaker-than-expected Services PMI sparked an initial sell-off, but high-yield credit rallied, Treasuries remained under pressure, and small caps outperformed. ETH’s relative strength...
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Crypto - Comments
Near-Term Risks Meet Medium-Term Opportunity
DISCUSSED IN TODAY'S VIDEO:NEAR-TERM RISKS: possible Fed "mistake", upcoming TGA refill that may drain liquidity, unfavorable August–September seasonality, and capital flows turning negative.CUT ODDS RISE:...
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Crypto - Comments
Tough to Overlook Crypto's Strong Rebound: QRA, FOMC, and PWG Report Update
DISCUSSED IN TODAY'S VIDEO:QRA: No hawkish or dovish surprises. Treasury will maintain coupon auction sizes, favor bill issuance, and double the frequency of long-end buybacks. The...
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Crypto - Comments
Crypto in Holding Pattern, We Still Think It Resolves Higher from Here
Discussed in today's video:MARKET IN WAIT-AND-SEE MODE: Crypto drifted modestly lower today, but not in a way that suggests meaningful weakness. Investors appear to be...
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Crypto - Comments
BTC Shrugs Off Whale Supply, but Eyes Turn to Treasury
Discussed in today's video:BTC SUPPLY OVERHANG ABSORBED: The market digested 80,000 BTC from a Satoshi-era whale, removing a key short-term headwind and confirming strong demand...
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Crypto - Comments
Miran Pick Is Bullish for Crypto
DISCUSSED IN TODAY'S VIDEO:FED GOVERNOR NEWS DRIVES MARKETS – Morning reports of Chris Waller in the running gave way to confirmation that Trump plans to nominate...
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Crypto - Comments
The State of Play for ETH DATs
DISCUSSED IN TODAY'S VIDEO: A weaker-than-expected Services PMI sparked an initial sell-off, but high-yield credit rallied, Treasuries remained under pressure, and small caps outperformed. ETH’s relative strength...
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Crypto - Comments
Near-Term Risks Meet Medium-Term Opportunity
DISCUSSED IN TODAY'S VIDEO:NEAR-TERM RISKS: possible Fed "mistake", upcoming TGA refill that may drain liquidity, unfavorable August–September seasonality, and capital flows turning negative.CUT ODDS RISE:...
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Crypto - Comments
Tough to Overlook Crypto's Strong Rebound: QRA, FOMC, and PWG Report Update
DISCUSSED IN TODAY'S VIDEO:QRA: No hawkish or dovish surprises. Treasury will maintain coupon auction sizes, favor bill issuance, and double the frequency of long-end buybacks. The...
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Crypto - Comments
Crypto in Holding Pattern, We Still Think It Resolves Higher from Here
Discussed in today's video:MARKET IN WAIT-AND-SEE MODE: Crypto drifted modestly lower today, but not in a way that suggests meaningful weakness. Investors appear to be...
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Crypto - Comments
BTC Shrugs Off Whale Supply, but Eyes Turn to Treasury
Discussed in today's video:BTC SUPPLY OVERHANG ABSORBED: The market digested 80,000 BTC from a Satoshi-era whale, removing a key short-term headwind and confirming strong demand...
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